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HoyleCohen’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

HoyleCohen’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,115
Closed -$116K – 259
2022
Q4 		$116K Buy
+10,115
New +$116K 0.01% 260

Other funds holding AESR

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return

HoyleCohen's AESR Position: Q1 2023 in Review

HoyleCohen sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q1 2023, closing a stake of 10,115 shares — an estimated $116K sold.

HoyleCohen first reported a position in AESR in Q4 2022 and held it in 1 quarter. The position peaked at $116K in Q4 2022. 11 funds tracked by Wall St. Rank hold AESR as of Q1 2023.

  • HoyleCohen reported no remaining Anfield US Equity Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • HoyleCohen sold 10,115 Anfield US Equity Sector Rotation ETF shares in Q1 2023, an estimated $116K.
  • HoyleCohen first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2022 and held it in 1 quarter.
  • HoyleCohen's Anfield US Equity Sector Rotation ETF position peaked at $116K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2023.

Based on HoyleCohen's 13F filing for Q1 2023, filed 5 May 2023.